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Fortem Financial Group’s HCA Healthcare HCA Stock Holding History

Fortem Financial Group’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
7,412
+712
+11% +$301K 0.59% 48
2026
Q1 		$3.17M Buy
6,700
+617
+10% +$311K 0.8% 39
2025
Q4 		$2.84M Buy
6,083
+683
+13% +$317K 0.76% 37
2025
Q3 		$2.3M Buy
5,400
+370
+7% +$143K 0.66% 43
2025
Q2 		$1.93M Buy
5,030
+543
+12% +$196K 0.62% 49
2025
Q1 		$1.55M Buy
4,487
+224
+5% +$72K 0.6% 50
2024
Q4 		$1.28M Buy
4,263
+115
+3% +$40.2K 0.5% 58
2024
Q3 		$1.69M Sell
4,148
-1,210
-23% -$443K 0.69% 37
2024
Q2 		$1.72M Buy
5,358
+105
+2% +$34.1K 0.74% 38
2024
Q1 		$1.75M Buy
5,253
+112
+2% +$34.2K 0.77% 36
2023
Q4 		$1.39M Buy
5,141
+770
+18% +$190K 0.69% 40
2023
Q3 		$1.08M Buy
4,371
+1,634
+60% +$447K 0.63% 44
2023
Q2 		$831K Sell
2,737
-124
-4% -$34.5K 0.49% 67
2023
Q1 		$754K Buy
2,861
+133
+5% +$33.8K 0.49% 73
2022
Q4 		$655K Sell
2,728
-24
-0.9% -$5.38K 0.38% 81
2022
Q3 		$506K Buy
2,752
+82
+3% +$16.3K 0.35% 88
2022
Q2 		$449K Buy
+2,670
New +$574K 0.29% 102
2022
Q1 		– Sell
-1,072
Closed -$275K – 174
2021
Q4 		$275K Sell
1,072
-61
-5% -$14.9K 0.13% 145
2021
Q3 		$275K Buy
1,133
+14
+1% +$3.42K 0.14% 145
2021
Q2 		$231K Sell
1,119
-5,768
-84% -$1.18M 0.12% 153
2021
Q1 		$1.3M Buy
6,887
+12
+0.2% +$2.12K 0.75% 47
2020
Q4 		$1.13M Buy
+6,875
New +$1.01M 0.68% 48

Other funds holding HCA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Fortem Financial Group's HCA Position: Q2 2026 in Review

Fortem Financial Group increased its HCA Healthcare (HCA) stake by 11% in Q2 2026, buying an estimated $301K and bringing the position to 7,412 shares worth $2.89M. The position accounts for 0.59% of the portfolio, ranked #48.

Fortem Financial Group first reported a position in HCA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.17M in Q1 2026. 342 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Fortem Financial Group held 7,412 shares of HCA Healthcare worth $2.89M as of Q2 2026.
  • Fortem Financial Group bought 712 HCA Healthcare shares in Q2 2026, an estimated $301K.
  • HCA Healthcare made up 0.59% of Fortem Financial Group's portfolio in Q2 2026, its #48 holding.
  • Fortem Financial Group first reported a position in HCA Healthcare in Q4 2020 and has held it in 22 quarters since.
  • Fortem Financial Group's HCA Healthcare position peaked at $3.17M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.